Sales Center Forecast Page
You can set up the Forecast page to show snapshots and portlets for at-a-glance information about predicted sales. In the Settings portlet, click Customize Page. Choose snapshots for your sales probability, set up reminders, and set up saved searches, among other options.
In the Sales Center-Forecast portlet, you can prepare estimates, enter sales orders, and enter cash sales under Transactions. Under the Reports heading, view your Sales Forecast Summary Report, open estimates and sales orders, and see which promotion codes and lead sources are bringing in the most business.